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Duff & Phelps Investment Management’s Sunoco SUN Stock Holding History

Duff & Phelps Investment Management’s Portfolio SUN Stock Details SUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-91,000
Closed -$4.55M – 151
2025
Q3 		$4.55M Sell
91,000
-22,263
-20% -$1.16M 0.05% 120
2025
Q2 		$6.07M Buy
113,263
+93,394
+470% +$5.16M 0.07% 112
2025
Q1 		$1.15M Sell
19,869
-91,761
-82% -$5.19M 0.01% 129
2024
Q4 		$5.74M Buy
111,630
+15,968
+17% +$844K 0.07% 116
2024
Q3 		$5.14M Buy
95,662
+76,727
+405% +$4.16M 0.06% 118
2024
Q2 		$1.07M Buy
+18,935
New +$1.03M 0.01% 148
2021
Q2 		– Sell
-12,500
Closed -$398K – 219
2021
Q1 		$398K Sell
12,500
-342,335
-96% -$10.7M 0.01% 211
2020
Q4 		$10.2M Sell
354,835
-3,000
-0.8% -$81.3K 0.15% 106
2020
Q3 		$8.73M Hold
357,835
– – 0.14% 103
2020
Q2 		$8.17M Sell
357,835
-97,500
-21% -$2.27M 0.13% 105
2020
Q1 		$7.12M Sell
455,335
-210,665
-32% -$5.65M 0.12% 103
2019
Q4 		$20.4M Sell
666,000
-50,000
-7% -$1.58M 0.27% 93
2019
Q3 		$22.5M Sell
716,000
-25,000
-3% -$797K 0.3% 90
2019
Q2 		$23.2M Hold
741,000
– – 0.32% 92
2019
Q1 		$23.1M Hold
741,000
– – 0.35% 88
2018
Q4 		$20.1M Sell
741,000
-57,000
-7% -$1.59M 0.34% 79
2018
Q3 		$23.6M Hold
798,000
– – 0.36% 86
2018
Q2 		$19.9M Buy
798,000
+20,000
+3% +$531K 0.3% 92
2018
Q1 		$19.8M Buy
778,000
+20,000
+3% +$590K 0.31% 92
2017
Q4 		$21.5M Hold
758,000
– – 0.31% 92
2017
Q3 		$23.6M Hold
758,000
– – 0.33% 91
2017
Q2 		$23.2M Hold
758,000
– – 0.33% 91
2017
Q1 		$18.3M Buy
758,000
+25,000
+3% +$663K 0.26% 104
2016
Q4 		$19.7M Sell
733,000
-80,000
-10% -$2.08M 0.28% 97
2016
Q3 		$23.6M Buy
813,000
+508,000
+167% +$15.3M 0.33% 97
2016
Q2 		$9.13M Buy
305,000
+110,000
+56% +$3.6M 0.14% 115
2016
Q1 		$6.46M Buy
195,000
+45,000
+30% +$1.44M 0.1% 118
2015
Q4 		$5.94M Buy
150,000
+40,000
+36% +$1.44M 0.1% 121
2015
Q3 		$3.72M Buy
+110,000
New +$4.21M 0.06% 135

Other funds holding SUN

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CLG
Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return

Duff & Phelps Investment Management's SUN Position: Q4 2025 in Review

Duff & Phelps Investment Management sold out of Sunoco (SUN) in Q4 2025, closing a stake of 91,000 shares — an estimated $4.55M sold.

Duff & Phelps Investment Management first reported a position in SUN in Q3 2015 and held it in 29 quarters. The position peaked at $23.6M in Q3 2016. 274 funds tracked by Wall St. Rank hold SUN as of Q4 2025.

  • Duff & Phelps Investment Management reported no remaining Sunoco position as of Q4 2025 after selling out during the quarter.
  • Duff & Phelps Investment Management sold 91,000 Sunoco shares in Q4 2025, an estimated $4.55M.
  • Duff & Phelps Investment Management first reported a position in Sunoco in Q3 2015 and held it in 29 quarters.
  • Duff & Phelps Investment Management's Sunoco position peaked at $23.6M in Q3 2016.
  • 274 funds tracked by Wall St. Rank held Sunoco as of Q4 2025.

Based on Duff & Phelps Investment Management's 13F filing for Q4 2025, filed 26 Jan 2026.